Economy is on bit of a “sugar high,” Griffin says #shorts #tariffs #economy #kengriffin #citadel

US Economic Outlook - The Trump administration's policies aim to improve the lives of average American families, fueling market enthusiasm in the United States [1] - The US economy is experiencing a "sugar high" due to fiscal and monetary stimulus, typically seen during recessions, but occurring amidst near full employment [2] - The market has largely moved past tariff issues, but concerns related to tariffs, particularly high inflation, remain unresolved [3] - Markets are underestimating the potential for a significant increase in inflation, given pro-inflationary immigration, fiscal, and monetary policies [4]